Associate Actions with Workflow Rules or Approval Processes
- From Setup, enter Approval Processes in the QuickFind box, then select Approval Processes.
- Click the name of an approval process.
- Depending on when you want the action to occur, do one of the following:Click Add Existing in the Initial Submission Actions, Final Approval Actions, Final Rejection Actions, or Recall Actions section.Click Show Actions in the Approval Steps section, then click Add Existing in the Approval, Rejection, or Recall Actions section. See Add an Existing Automated Action to Your Approval Process.
- Click Add Existing in the Initial Submission Actions, Final Approval Actions, Final Rejection Actions, or Recall Actions section.
- Click Show Actions in the Approval Steps section, then click Add Existing in the Approval, Rejection, or Recall Actions section.
- Select the type of action you want to associate with the approval process. TheAvailable Actions box lists all existing actions of the selected type.
- Enter the name of a specific action in the text field and clickFind.
- Select the actions in the Available Actions box that you want to associate with the approval process, and use the right arrow to move the actions to theSelected Actions box. If necessary, select the left arrow to remove actions from theAvailable Actions box.
- Save your changes.